Circle Wealth Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,013
| Closed | -$207K | – | 231 |
|
|
2020
Q4 | $207K | Buy |
+1,013
| New | +$207K | 0.03% | 217 |
|
|
2020
Q2 | – | Sell |
-1,605
| Closed | -$204K | – | 231 |
|
|
2020
Q1 | $204K | Sell |
1,605
-188
| -10% | -$23.9K | 0.04% | 181 |
|
|
2019
Q4 | $275K | Hold |
1,793
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $238K | Hold |
1,793
| – | – | 0.05% | 145 |
|
|
2019
Q2 | $218K | Buy |
+1,793
| New | +$218K | 0.05% | 147 |
|